Private Client Tax Manager

A fantastic opportunity has arisen for an experienced Private Client Tax Manager to join a leading accountancy and advisory firm. This role is ideal for a technically strong and client-focused tax professional looking to manage a diverse portfolio of private clients while playing a key role in developing junior team members and contributing to the growth of the wider tax practice.

Our client is a highly respected and forward-thinking accountancy and advisory firm with a strong reputation for delivering tailored solutions to individuals, entrepreneurs, and owner-managed businesses. The firm offers a collaborative and supportive working environment, genuine progression opportunities, and exposure to a varied and high-quality client base.

With continued investment in technology, people development, and flexible working, the business is committed to providing an environment where professionals can thrive and progress their careers.

As a Private Client Tax Manager, you will lead the delivery of personal tax services, managing a portfolio of clients with complex tax affairs while ensuring high standards of compliance and advisory support.

Key responsibilities will include:

• Managing a large and varied portfolio of private clients
• Reviewing complex private client tax returns and final tax packs
• Providing expert advice on personal tax planning matters
• Building and maintaining strong client relationships through regular communication and proactive support
• Managing workflow planning to ensure deadlines and client expectations are met
• Delegating work effectively to junior team members and supporting their development
• Conducting technical research into complex tax issues and communicating findings clearly
• Monitoring WIP, billing, and job recoverability to support commercial performance
• Supporting business development activities including proposals, fee quotes, and client tenders
• Driving process improvements and embracing new technologies to improve efficiency and quality
• Assisting with wider team management responsibilities including coaching, appraisals, and performance support

This is a highly visible role offering the opportunity to contribute strategically to the growth and development of the private client tax offering.

The successful candidate will hold an accountancy and/or tax qualification such as ATT, CTA, ACA, ACCA, or CA, or will be qualified by experience.

Key requirements include:

• Strong Private Client Tax experience gained within an accountancy practice
• Ability to mentor and develop junior staff members

Candidates should also demonstrate leadership capability, sound decision-making skills, and a commitment to delivering exceptional client service.

• Competitive salary and benefits package
• Hybrid and flexible working arrangements
• Clear progression and career development opportunities
• Exposure to a diverse and high-quality client portfolio

EA First Ltd are acting as an Employment Agency for this permanent vacancy.